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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,038 | $52,450+151.7% | $129,397+2.0% | $74,429+77.4% |
| Participation rate | 12.8% | 53.8%-41.1pp | 69.6%-56.8pp | 67.2%-54.4pp |
| Annual return | 10.40% | 15.65%-5.2pp | 9453.98%-9443.6pp | 1368.38%-1358.0pp |
| Employer contribution / active EE | $642 | $1,532-58.1% | $4,154-84.5% | $2,625-75.5% |
| Participant deferral / active EE | $1,223 | $2,797-56.3% | $4,167-70.6% | $4,348-71.9% |
| Admin fee / account holder | $27,734 | $2,636+952.2% | $7,679+261.2% | $1,944+1326.4% |